In today’s edition of The Weber Kracht and Chellew Difference, Mike Frisbie shows how estate planning is anything but one size fits all.

A couple came in with their baby. It is often the baby that makes the young parents reach the conclusion that they need to be a bit more responsible. They knew they needed some estate planning, but they were unsure what they may need.

The husband thought he had a will, or maybe it was a living will. The wife did not think she had anything, but she might. They had some assets.

I did what I call, “The Detective Mission – Who, What and Where.” I found out who everyone was – family – up, down and sideways. Then, we figured out what the assets were, and where they were. And then, they told me where they wanted things to go.

What was particularly interesting was to find that the location and arrangement of the assets were different than what the couple had wanted. And, in many cases, they do conflict with one another.

So we began, and are continuing, this process. It is important to remember that it is a process that takes some time to make sure everything is done correctly.

Mike Frisbie provides individuals and businesses with top level legal services for their everyday situations and problems. Together, they plan and prepare solutions with a litigator’s eye toward avoiding litigation.  He takes pride and pleasure in helping people and businesses solve their problems.

This blog is designed for general information only. The information presented should not be construed to be formal legal advice nor the formation of a lawyer/client relationship.